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Lockheed Martin
LMT

Overview Fund Activity

2,270 hedge funds and large institutions have $90B invested in Lockheed Martin in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 900 increasing their positions, 906 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,270
Holders Change
-39
Holders Change %
-1.69%
% of All Funds
36.33%
Holding in Top 10
78
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25%
% of All Funds
1.25%
New
134
Increased
900
Reduced
906
Closed
124
Calls
$1.69B
Puts
$1.42B
Net Calls
+$272M
Net Calls Change
-$241M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$168M
2
Millennium Management
Millennium Management
New York
+$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
4
MMC
Mizuho Markets Cayman
Cayman Islands
+$106M
5
BG
Bahl & Gaynor
Ohio
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$759M
2
GQG Partners
GQG Partners
Florida
-$533M
3
BlackRock
BlackRock
New York
-$522M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$394M
5
Charles Schwab
Charles Schwab
California
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1651
Raleigh Capital Management
North Carolina
$441K +$29.8K +63 +7%
OFG
1652
Oxford Financial Group
Indiana
$441K +$5.67K +12 +1%
MF
1653
Meridian Financial
Massachusetts
$440K – – –
SWM
1654
SFG Wealth Management
Maryland
$440K – – –
GIP
1655
Granite Investment Partners
California
$440K – – –
CCB
1656
Cutter & Co Brokerage
Missouri
$439K – – –
CCP
1657
Carmel Capital Partners
California
$437K +$4.73K +10 +1%
MHR
1658
Matthew Hamilton Rosenberg
$435K – – –
FCA
1659
Fortis Capital Advisors
Kansas
$435K -$47.3K -100 -10%
EFG
1660
Everhart Financial Group
Ohio
$435K +$44.9K +95 +12%
SIC
1661
Sigma Investment Counselors
Michigan
$434K – – –
ACM
1662
Acrisure Capital Management
Texas
$433K +$187K +395 +76%
PWS
1663
Private Wealth Strategies
Ohio
$431K +$2.84K +6 +0.7%
AF
1664
Alerus Financial
North Dakota
$430K -$6.24M -13,199 -94%
SW
1665
SkyOak Wealth
Michigan
$430K +$203K +430 +90%
SAMT
1666
Select Asset Management & Trust
Pennsylvania
$429K – – –
ET
1667
Equitable Trust
Tennessee
$429K -$47.3K -100 -10%
CAM
1668
Cozad Asset Management
Illinois
$429K – – –
WDC
1669
Woodward Diversified Capital
California
$427K -$7.09K -15 -2%
SRIM
1670
Saratoga Research & Investment Management
California
$425K – – –
OHWP
1671
Oak Harbor Wealth Partners
North Carolina
$425K +$93.6K +198 +28%
BB
1672
Bell Bank
North Dakota
$425K +$1.42K +3 +0.3%
BONH
1673
Bank of New Hampshire
New Hampshire
$424K +$14.7K +31 +4%
AWA
1674
Acorn Wealth Advisors
Michigan
$424K +$2.36K +5 +0.6%
PIA
1675
Perennial Investment Advisors
California
$420K +$46.8K +99 +13%
65 66
67
68 69